Do yourself a favor and find a Certified Financial Planner but not the Fullerton Financial Planning! I had my meeting and cookies, declined the roses.
She was not willing to work with me until I retired. Well, my goal was planning for retirement and I had over 500,000 in retirement accounts.
Guess you need to be in another tax bracket. Now off to find a certified financial planner who will help me put a plan in place so I can feel comfortable with my exit strategy.
Oh, did I tell you her estimate of my projected monthly income was off by over 6000, indicated I had annuities from someplace I did not.
She did not take the time to check her information, blamed it on the fact her husband met with me the first time, of course that was a bait and switch after you get the nice letter from Stephanie indicating she cleared her calendar and would be meeting with you personally. HAHA!